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2023.0629 Texada CloudLink Release Notes

Release notes for Texada CloudLink version 2023.0629.

Introduction

These notes address new features and code fixes for version 2023.0629 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

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ACTION REQUIRED - VisionLink v3 Upgrade

At the end of June 2023, Caterpillar will be deprecating their VisionLink v1 APIs. They have instructed all dealers and partners to migrate to v3 by June 30th, 2023.

Action is required from your organization in order to complete this migration. Click the button below to learn more.

Release Highlights

Service Agreement Quoter: Event Visibility

The “Event” column in the Event List table when viewing a product in Service Agreement Quoter has been updated to display the FR Exchange name. This addition makes it possible to easily select the FR Exchange that applies to the quoted equipment.

CloudLink API 1.1

Ticket #

Description

CLA-25577

The cl1.1 endpoints have been refactored for performance and consistency. The v2/codes/charge-code endpoint will return results in the standard format (with pagination / filter / etc.) instead of as an array of codes.


Condition Monitoring Portal

Ticket #

Description

CLA-27751

Enhanced CMP allowing users to manually map SOS samples to DBS Equipment.


Customer Order to Invoice

Ticket #

Description

CLA-27060

Re-enabled following  exception reports to work correctly in COTI:

  • Invoiced But Not Completed
  • Shipped But Not Completed
  • Shipped Before Invoicing
  • Shipped Before Credit Released
  • Shipped But No Score Transmit Date

Equipment Monitoring Toolkit

Ticket #

Description

CLA-27626

Enhanced EMT Excel Report by showing relevant information and Headers.


iQuote

Ticket #

Description

CLA-27754

Re-enabled checking for local items current indicator status.

CLA-27894

Updated the influencer first name and last name text box on the quote header.


Parts & Service Quoter

Ticket #

Description

CLA-25816

Added 2 new CloudLink API endpoints:

  1. /PSQuotesQuoteRevisionNotes
  2. /PSQuotesQuoteRevisionSegmentNotes 

CLA-27843

Enhanced the performance on the Quote list to refresh more quickly. 


SalesLink

Ticket #

Description

CLA-27202

The application will return the correct winning revision details when winning multiple quotes with multi-product opportunity.

CLA-27802

Updated the logic so the Lost Sales summary report numbers will match the drill down list.


Service Agreement Quoter

Ticket #

Description

CLA-27783

Contract types which are disabled in the drop down are no longer displaying. 


ServiceLink

Ticket #

Description

CLA-26140

Enhanced the UI so the scroll bar works appropriately on smaller screen laptops.

CLA-27753

Resolved an issue in the Technician Dashboard in SVL where sometimes a data entry edit modal would not load when the ticket had no associated work order in the ERP.

CLA-27787

Improved performance when calculating exceptions on Servicelink tickets. This will help prevent and limit some deadlock issues users were having.

ServiceLink Flex

Ticket #

Description

CLA-27927

Quantity is showing correctly under Edit Misc.